Correlation
The correlation between TAIBX and VOO is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
TAIBX vs. VOO
Compare and contrast key facts about PGIM Core Bond Fund (TAIBX) and Vanguard S&P 500 ETF (VOO).
TAIBX is managed by PGIM Investments. It was launched on Jan 5, 1993. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAIBX or VOO.
Performance
TAIBX vs. VOO - Performance Comparison
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Key characteristics
TAIBX:
1.10
VOO:
0.74
TAIBX:
1.60
VOO:
1.04
TAIBX:
1.19
VOO:
1.15
TAIBX:
0.50
VOO:
0.68
TAIBX:
2.90
VOO:
2.58
TAIBX:
2.03%
VOO:
4.93%
TAIBX:
5.44%
VOO:
19.54%
TAIBX:
-19.60%
VOO:
-33.99%
TAIBX:
-6.28%
VOO:
-3.55%
Returns By Period
In the year-to-date period, TAIBX achieves a 1.83% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, TAIBX has underperformed VOO with an annualized return of 1.73%, while VOO has yielded a comparatively higher 12.81% annualized return.
TAIBX
1.83%
-0.69%
0.17%
5.15%
1.89%
-0.52%
1.73%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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TAIBX vs. VOO - Expense Ratio Comparison
TAIBX has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TAIBX vs. VOO — Risk-Adjusted Performance Rank
TAIBX
VOO
TAIBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Core Bond Fund (TAIBX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
TAIBX vs. VOO - Dividend Comparison
TAIBX's dividend yield for the trailing twelve months is around 4.13%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAIBX PGIM Core Bond Fund | 4.13% | 4.50% | 4.15% | 2.94% | 2.16% | 3.13% | 3.03% | 3.03% | 2.53% | 2.53% | 2.49% | 2.31% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TAIBX vs. VOO - Drawdown Comparison
The maximum TAIBX drawdown since its inception was -19.60%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TAIBX and VOO.
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Volatility
TAIBX vs. VOO - Volatility Comparison
The current volatility for PGIM Core Bond Fund (TAIBX) is 1.34%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that TAIBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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